Bergan Kdv Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 625 shares of IJK stock, worth $59,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares
625
Previous 625 -0.0%
Holding current value
$59,243
Previous $44,000 4.55%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$72.34 - $85.19 $50,638 - $59,633
-700 Reduced 52.83%
625 $48,000
Q4 2021

Jan 28, 2022
SELL
$79.13 - $87.9 $30,069 - $33,402
-380 Reduced 22.29%
1,325 $113,000
Q3 2021

Nov 12, 2021
SELL
$77.71 - $83.6 $14,764 - $15,883
-190 Reduced 10.03%
1,705 $135,000
Q2 2021

Aug 10, 2021
SELL
$77.05 - $83.36 $19,416 - $21,006
-252 Reduced 11.74%
1,895 $153,000
Q4 2020

Feb 04, 2021
BUY
$60.53 - $72.82 $97,453 - $117,240
1,610 Added 299.81%
2,147 $155,000
Q2 2020

Aug 13, 2020
BUY
$41.56 - $59.34 $19,533 - $27,889
470 Added 701.49%
537 $120,000
Q2 2018

Jul 23, 2018
BUY
N/A
67 New
67 $15,000

Others Institutions Holding IJK

# of Institutions
940
Shares Held
71.3M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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